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[UPDATED] 7/15/26: Error when connecting to or reauthorizing all Intuit connections
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I don't understand why these threads keep getting closed without any resolution. What's the point of a budgeting app if I can't get any of my transactions working? https://community.simplifimoney.com/discussion/comment/68825 https://community.simplifimoney.com/discussion/comment/71011
I am currently having an issue with the how QS brings over the DA Davidson data. I am finally able to connect to the web site and successfully import data. The data, however, comes over in amount about 4X's it's actual value. Is there a way to correct this issue in Simplifi? or is this a system problem which needs to be…
I'm not sure if I'm the only one with this issue but my net worth CHART keeps excluding a manually entered investment account, whereas all the other numbers (like the big one on top) do not. In essence, my chart is always that much lower while all the other numbers and summaries and reports show the correct number. All…
My car loan is with Bridgecrest and Quicken is showing the wrong remaining balance.
This has been raised before, but the threads keep being closed… I have provided the information to support regarding this issue, but it does not seem to get esacalated. The main issue is that if you have an account with HSA Bank and then decided to invest your funds, it is invested in a subsidiary called HSA Invest. While…
Hello, I am hoping the community can help me with a perplexing problem. I wrote the following with the help of AI so it could be as clear as possible. I apologize it is a bit robotic. Subject: Payment into Asset account moves balance the wrong way — need a fix I use Quicken Simplifi on Mac. I have an account called…
We are currently seeing an issue where transactions from Bank of America are missing (not downloading) in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post updates as soon as we do. If you…
This discussion has been merged.
OpenBank.us is a new online high yeild savings bank by Santander. Its not in the list of banks I can add.
On the Reports home page, the saved report names on the right don't always match the report names listed across the top. The two EV and Gas reports have different names, as shown by hovering over the names on the top of the page, or opening the reports. Same for the saved report link Home Occupancy. That is the BV TH Exp.…
I've got a bunch of transactions with Statement Names as such: Fedexxxxxx0188 Fedexxxxxx0305 Fedexxxxxx0338 Fedexxxxxx0601 …and a whole bunch more. Who knows what Fed Ex is doing? Sometimes they even throw in a few more X's in case six weren't enough! Anyway, how can I write a rule to apply to all these transactions? I'd…
I am a brand new user to Simplifi. I've set up a number of connected accounts, but my Apple Wallet connection is having an issue where a transfer I initiate from the Wallet app to transfer funds from my checking account to my Apple Savings account causes the balance to be displayed in Simplifi for my Apple Savings account…
This recently changed. I added a split to my biweekly paychecks with a total net amount and the contribution. I want the income to list the full net value. And, it does for past paychecks. But for future pay days, it shows only the post-contribution amount, reducing my apparent income for all future months. This only…
I've had by Gemini crypto account linked to Simplify for a very long time syncing values with no issues. The balances have not updated in 61 days and every time I try and connect or even add a new account I get the error "We are unable to connect to Gemini at this time".
I have set up a manual liability account to keep track of my student loan balance and another for my auto loan. Whenever my monthly payment is charged, the series knows to create a transfer transaction of the same amount in the manual liability account. This is because the loan payment transaction series has a rule to…
I noticed yesterday when an income recurring transaction posts to the checking account, it does not include the excluded option I have selected when setting up the recurring transaction. I specifically selected "Exclude From Spending Plan". After the transaction posted, I had to re-select the exclusion. Anyone else notice…
My bank merged with another and I mistakenly closed the old bank account instead of merging it with the new bank. Is there a way to reopen the old account so that I can merge them?
Hello everyone! Here are the issues and features we were able to tackle with the 6.28.0 Web Release, released July 15th: FIXED: Persistent "An error occurred. Please try again." message. FIXED: User unable to delete tags. FIXED: The icon in the average spending box of Planned Spend expenses doesn't respect light/dark mode.…
We are currently seeing an issue with the OAuth API banks returning errors when adding, updating, or reauthorizing accounts in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post updates as…
Hello everyone! Here are the issues and features we were able to tackle with the 6.28.0 Mobile Release, released July 15th: FIXED: Persistent "An error occurred. Please try again." message. FIXED: Account legend is not visible in the Spending and Income reports. FIXED: The 'Close' button is cut off in the View Sample…
We are currently seeing an issue with Partners FCU returning a code 401/"invalid_client" message in Quicken Simplifi when attempting to add their accounts. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post…
With this upcoming weekend, we finally get to celebrate the 4th of July! I plan to barbecue with my family and see some cool fireworks light up the sky. I just have to make sure I don't go overboard with my expenses, of course! What about you? What are your plans this 4th of July weekend, and how do you plan for the…
Getting the Most Out of AI Suggested Answers in Our Community We know that when you have a question, you want an answer quickly. While our community thrives on real member engagement and human connection, we also recognize that sometimes questions don't get a response as quickly as you need. That's where the AI Suggested…
If you want to post a to the community, just click the “New Post” button on the Homepage or on top of each thread page. Here, you may see a few options in the dropdown: Ask a Question: if you just have a question about how to do something in Simplifi, select this option. You'll be notified via email if someone has answered…
Tips and Tricks * Use the reactions. These let you share how you feel about other’s comments. The most liked content shows up on the Best Of page. * Mention others. Put an @ symbol before the username to mention someone. They’ll get notified when you do. * Update your notification preferences. You’ll receive a notification…
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